@open-mercato/core 0.9.0 → 0.9.1-develop.7459.1.99e3accd30

package/dist/modules/customers/components/detail/CompanyPeopleSection.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../src/modules/customers/components/detail/CompanyPeopleSection.tsx"],
-  "sourcesContent": ["\"use client\"\n\nimport * as React from 'react'\nimport { Users, Link2, Plus, Filter } from 'lucide-react'\nimport { EmptyState } from '@open-mercato/ui/backend/EmptyState'\nimport { Button } from '@open-mercato/ui/primitives/button'\nimport { Badge } from '@open-mercato/ui/primitives/badge'\nimport { flash } from '@open-mercato/ui/backend/FlashMessages'\nimport { apiCallOrThrow, readApiResultOrThrow } from '@open-mercato/ui/backend/utils/apiCall'\nimport {\n  readVersionedIdSet,\n  writeVersionedIdSet,\n} from '@open-mercato/shared/lib/browser/versionedPreference'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { createTranslatorWithFallback } from '@open-mercato/shared/lib/i18n/translate'\nimport { useAppEvent } from '@open-mercato/ui/backend/injection/useAppEvent'\nimport type { AppEventPayload } from '@open-mercato/shared/modules/widgets/injection'\nimport type { SectionAction, TabEmptyStateConfig, Translator } from './types'\nimport { CreatePersonDialog } from './CreatePersonDialog'\nimport { PersonCard } from './PersonCard'\nimport { coerceDisplayName } from '../../lib/displayName'\nimport { DecisionMakersFooter } from './DecisionMakersFooter'\nimport { RolesSection } from './RolesSection'\nimport { LinkEntityDialog, type LinkEntityOption } from '../linking/LinkEntityDialog'\nimport { createPersonLinkAdapter } from '../linking/adapters/personAdapter'\n\ntype GuardedMutationRunner = <T>(\n  operation: () => Promise<T>,\n  mutationPayload?: Record<string, unknown>,\n) => Promise<T>\n\nexport type CompanyPersonSummary = {\n  id: string\n  displayName: string\n  primaryEmail?: string | null\n  primaryPhone?: string | null\n  status?: string | null\n  lifecycleStage?: string | null\n  jobTitle?: string | null\n  department?: string | null\n  createdAt?: string | null\n  organizationId?: string | null\n  temperature?: string | null\n  source?: string | null\n  linkedAt?: string | null\n}\n\nexport type CompanyPeopleSectionProps = {\n  companyId: string\n  companyName?: string\n  initialPeople: CompanyPersonSummary[]\n  addActionLabel: string\n  emptyLabel: string\n  emptyState: TabEmptyStateConfig\n  onPeopleChange?: (next: CompanyPersonSummary[]) => void\n  onActionChange?: (action: SectionAction | null) => void\n  translator?: Translator\n  onLoadingChange?: (isLoading: boolean) => void\n  onDataRefresh?: () => Promise<void> | void\n  runGuardedMutation?: GuardedMutationRunner\n}\n\nconst COMPANY_PEOPLE_PAGE_SIZE = 20\nconst STARRED_PEOPLE_STORAGE_VERSION = 1\n\nfunction normalizeCompanyPerson(record: Record<string, unknown>): CompanyPersonSummary | null {\n  const id = typeof record.id === 'string' ? record.id : null\n  if (!id) return null\n  const displayName =\n    typeof record.displayName === 'string' && record.displayName.trim().length\n      ? record.displayName.trim()\n      : typeof record.display_name === 'string' && record.display_name.trim().length\n        ? record.display_name.trim()\n        : null\n  if (!displayName) return null\n  return {\n    id,\n    displayName,\n    primaryEmail:\n      typeof record.primaryEmail === 'string'\n        ? record.primaryEmail\n        : typeof record.primary_email === 'string'\n          ? record.primary_email\n          : null,\n    primaryPhone:\n      typeof record.primaryPhone === 'string'\n        ? record.primaryPhone\n        : typeof record.primary_phone === 'string'\n          ? record.primary_phone\n          : null,\n    status:\n      typeof record.status === 'string'\n        ? record.status\n        : null,\n    lifecycleStage:\n      typeof record.lifecycleStage === 'string'\n        ? record.lifecycleStage\n        : typeof record.lifecycle_stage === 'string'\n          ? record.lifecycle_stage\n          : null,\n    jobTitle:\n      typeof record.jobTitle === 'string'\n        ? record.jobTitle\n        : typeof record.job_title === 'string'\n          ? record.job_title\n          : null,\n    department:\n      typeof record.department === 'string'\n        ? record.department\n        : null,\n    createdAt:\n      typeof record.createdAt === 'string'\n        ? record.createdAt\n        : typeof record.created_at === 'string'\n          ? record.created_at\n          : null,\n    organizationId:\n      typeof record.organizationId === 'string'\n        ? record.organizationId\n        : typeof record.organization_id === 'string'\n          ? record.organization_id\n          : null,\n    temperature:\n      typeof record.temperature === 'string'\n        ? record.temperature\n        : null,\n    source:\n      typeof record.source === 'string'\n        ? record.source\n        : null,\n    linkedAt:\n      typeof record.linkedAt === 'string'\n        ? record.linkedAt\n        : typeof record.linked_at === 'string'\n          ? record.linked_at\n          : null,\n  }\n}\n\nfunction mergeCompanyPeople(items: CompanyPersonSummary[]): CompanyPersonSummary[] {\n  const merged = new Map<string, CompanyPersonSummary>()\n  items.forEach((item) => merged.set(item.id, item))\n  return Array.from(merged.values())\n}\n\nfunction matchesCompanyPersonSearch(person: CompanyPersonSummary, query: string): boolean {\n  const normalizedQuery = query.trim().toLowerCase()\n  if (!normalizedQuery.length) return true\n  const haystack = [\n    person.displayName,\n    person.jobTitle ?? '',\n    person.primaryEmail ?? '',\n    person.primaryPhone ?? '',\n    person.department ?? '',\n  ]\n    .join(' ')\n    .toLowerCase()\n  return haystack.includes(normalizedQuery)\n}\n\nfunction sortCompanyPeople(\n  items: CompanyPersonSummary[],\n  sortMode: 'name-asc' | 'name-desc' | 'recent',\n): CompanyPersonSummary[] {\n  return [...items].sort((left, right) => {\n    if (sortMode === 'recent') {\n      const leftTimestamp = Date.parse(left.linkedAt ?? left.createdAt ?? '') || 0\n      const rightTimestamp = Date.parse(right.linkedAt ?? right.createdAt ?? '') || 0\n      return rightTimestamp - leftTimestamp\n    }\n    const leftLabel = coerceDisplayName(left.displayName).trim().toLowerCase()\n    const rightLabel = coerceDisplayName(right.displayName).trim().toLowerCase()\n    if (sortMode === 'name-desc') return rightLabel.localeCompare(leftLabel)\n    return leftLabel.localeCompare(rightLabel)\n  })\n}\n\nexport function CompanyPeopleSection({\n  companyId,\n  companyName,\n  initialPeople,\n  addActionLabel,\n  emptyLabel,\n  emptyState,\n  onPeopleChange,\n  onActionChange,\n  translator,\n  onLoadingChange,\n  onDataRefresh,\n  runGuardedMutation,\n}: CompanyPeopleSectionProps) {\n  const tHook = useT()\n  const fallbackTranslator = React.useMemo<Translator>(\n    () => createTranslatorWithFallback(tHook),\n    [tHook],\n  )\n  const translate: Translator = translator ?? fallbackTranslator\n  const [people, setPeople] = React.useState<CompanyPersonSummary[]>(initialPeople)\n  const [removingId, setRemovingId] = React.useState<string | null>(null)\n  const [linkDialogOpen, setLinkDialogOpen] = React.useState(false)\n  const [createDialogOpen, setCreateDialogOpen] = React.useState(false)\n  const [searchQuery, setSearchQuery] = React.useState('')\n  const [sortMode, setSortMode] = React.useState<'name-asc' | 'name-desc' | 'recent'>('name-asc')\n  const [filtersOpen, setFiltersOpen] = React.useState(true)\n  const [visiblePeople, setVisiblePeople] = React.useState<CompanyPersonSummary[]>([])\n  const [listPage, setListPage] = React.useState(1)\n  const [listTotalPages, setListTotalPages] = React.useState(1)\n  const [listTotalCount, setListTotalCount] = React.useState(initialPeople.length)\n  const [listLoading, setListLoading] = React.useState(true)\n  const [starredIds, setStarredIds] = React.useState<Set<string>>(\n    () => readVersionedIdSet(`om:starred-people:${companyId}`, STARRED_PEOPLE_STORAGE_VERSION),\n  )\n  const pendingPeopleChangeRef = React.useRef(false)\n\n  const runWriteMutation = React.useCallback(\n    async <T,>(\n      operation: () => Promise<T>,\n      mutationPayload?: Record<string, unknown>,\n    ): Promise<T> => {\n      if (!runGuardedMutation) {\n        return operation()\n      }\n      return runGuardedMutation(operation, mutationPayload)\n    },\n    [runGuardedMutation],\n  )\n\n  const toggleStar = React.useCallback(\n    (personId: string) => {\n      setStarredIds((prev) => {\n        const next = new Set(prev)\n        if (next.has(personId)) next.delete(personId)\n        else next.add(personId)\n        writeVersionedIdSet(`om:starred-people:${companyId}`, STARRED_PEOPLE_STORAGE_VERSION, next)\n        return next\n      })\n    },\n    [companyId],\n  )\n\n  const displayedPeople = React.useMemo(\n    () => (visiblePeople.length > 0 ? visiblePeople : people),\n    [people, visiblePeople],\n  )\n  const totalLinkedPeople = listTotalCount > 0 ? listTotalCount : displayedPeople.length\n  const decisionMakerNames = React.useMemo(\n    () =>\n      displayedPeople\n        .filter((person) => starredIds.has(person.id))\n        .map((person) => person.displayName),\n    [displayedPeople, starredIds],\n  )\n\n  React.useEffect(() => {\n    onActionChange?.(null)\n    return () => onActionChange?.(null)\n  }, [onActionChange])\n\n  React.useEffect(() => {\n    pendingPeopleChangeRef.current = false\n    setPeople(initialPeople)\n  }, [initialPeople])\n\n  React.useEffect(() => {\n    if (!pendingPeopleChangeRef.current) return\n    pendingPeopleChangeRef.current = false\n    onPeopleChange?.(people)\n  }, [onPeopleChange, people])\n\n  const loadVisiblePeople = React.useCallback(async () => {\n    setListLoading(true)\n    try {\n      const params = new URLSearchParams({\n        page: String(listPage),\n        pageSize: String(COMPANY_PEOPLE_PAGE_SIZE),\n        sort: sortMode,\n      })\n      if (searchQuery.trim().length > 0) {\n        params.set('search', searchQuery.trim())\n      }\n      const payload = await readApiResultOrThrow<{\n        items?: CompanyPersonSummary[]\n        page?: number\n        total?: number\n        totalPages?: number\n      }>(\n        `/api/customers/companies/${encodeURIComponent(companyId)}/people?${params.toString()}`,\n        undefined,\n        {\n          errorMessage: translate(\n            'customers.companies.detail.people.loadError',\n            'Failed to load people.',\n          ),\n        },\n      )\n      const nextTotalCount = typeof payload.total === 'number' ? payload.total : 0\n      setVisiblePeople(Array.isArray(payload.items) ? payload.items : [])\n      setListPage(typeof payload.page === 'number' ? payload.page : listPage)\n      setListTotalCount((current) =>\n        searchQuery.trim().length > 0 ? Math.max(current, nextTotalCount) : nextTotalCount,\n      )\n      setListTotalPages(typeof payload.totalPages === 'number' ? payload.totalPages : 1)\n    } catch {\n      setVisiblePeople([])\n      if (searchQuery.trim().length === 0) {\n        setListTotalCount(0)\n      }\n      setListTotalPages(1)\n    } finally {\n      setListLoading(false)\n    }\n  }, [companyId, listPage, searchQuery, sortMode, translate])\n\n  React.useEffect(() => {\n    void loadVisiblePeople()\n  }, [loadVisiblePeople])\n\n  const reloadOnCompanyDetach = React.useCallback((event: AppEventPayload) => {\n    const payload = event.payload as { companyEntityId?: string | null } | null | undefined\n    if (payload && payload.companyEntityId === companyId) {\n      void loadVisiblePeople()\n    }\n  }, [companyId, loadVisiblePeople])\n\n  useAppEvent('customers.person_company_link.deleted', reloadOnCompanyDetach, [reloadOnCompanyDetach])\n  // Legacy profile-only assignments have no link row, so their detach broadcasts this sibling\n  // event instead of `customers.person_company_link.deleted` (#5114). Without it, other viewers\n  // of the same company keep listing a person who is already gone.\n  useAppEvent('customers.person.company_assignment.detached', reloadOnCompanyDetach, [reloadOnCompanyDetach])\n\n  React.useEffect(() => {\n    setListPage(1)\n  }, [searchQuery, sortMode])\n\n  const applyPeopleChange = React.useCallback(\n    (updater: (current: CompanyPersonSummary[]) => CompanyPersonSummary[]) => {\n      setPeople((current) => {\n        const next = updater(current)\n        if (next !== current) {\n          pendingPeopleChangeRef.current = true\n        }\n        return next\n      })\n    },\n    [],\n  )\n\n  const handleLinkConfirm = React.useCallback(\n    async ({\n      addedIds,\n      optionsById,\n    }: {\n      addedIds: string[]\n      removedIds: string[]\n      optionsById: Record<string, LinkEntityOption>\n    }) => {\n      if (!addedIds.length) return\n      onLoadingChange?.(true)\n      try {\n        for (const personId of addedIds) {\n          await runWriteMutation(\n            () =>\n              // optimistic-lock-exempt: person-company link add/remove\n              apiCallOrThrow(\n                `/api/customers/people/${encodeURIComponent(personId)}/companies`,\n                {\n                  method: 'POST',\n                  headers: { 'content-type': 'application/json' },\n                  body: JSON.stringify({ companyId }),\n                },\n                {\n                  errorMessage: translate(\n                    'customers.companies.detail.people.linkError',\n                    'Failed to link person to company.',\n                  ),\n                },\n              ),\n            {\n              personId,\n              companyId,\n            },\n          )\n        }\n        const optimisticPeople: CompanyPersonSummary[] = addedIds\n          .map((personId): CompanyPersonSummary | null => {\n            const option = optionsById[personId]\n            if (!option) return null\n            return {\n              id: option.id,\n              displayName: option.label,\n              primaryEmail: null,\n              primaryPhone: null,\n              jobTitle: option.subtitle ?? null,\n            }\n          })\n          .filter((entry): entry is CompanyPersonSummary => entry !== null)\n        if (optimisticPeople.length > 0) {\n          applyPeopleChange((current) => mergeCompanyPeople([...current, ...optimisticPeople]))\n          setListTotalCount((current) => current + optimisticPeople.length)\n        }\n        await loadVisiblePeople()\n        flash(\n          addedIds.length === 1\n            ? translate(\n                'customers.companies.detail.people.linkSuccess',\n                'Person linked to company.',\n              )\n            : translate(\n                'customers.companies.detail.people.linkSuccessMultiple',\n                '{{count}} people linked to company.',\n                { count: String(addedIds.length) },\n              ),\n          'success',\n        )\n      } catch (err) {\n        try {\n          await onDataRefresh?.()\n        } catch {\n          // preserve original linking error for the user\n        }\n        const message =\n          err instanceof Error\n            ? err.message\n            : translate(\n                'customers.companies.detail.people.linkError',\n                'Failed to link person to company.',\n              )\n        flash(message, 'error')\n        throw err\n      } finally {\n        onLoadingChange?.(false)\n      }\n    },\n    [\n      applyPeopleChange,\n      companyId,\n      loadVisiblePeople,\n      onDataRefresh,\n      onLoadingChange,\n      runWriteMutation,\n      translate,\n    ],\n  )\n\n  const personLinkAdapter = React.useMemo(\n    () =>\n      createPersonLinkAdapter({\n        dialogTitle: translate('customers.linking.person.dialogTitle', 'Link person'),\n        dialogSubtitle: companyName\n          ? translate(\n              'customers.linking.person.dialogSubtitleFor',\n              'Link an existing contact to {{name}}',\n              { name: companyName },\n            )\n          : translate(\n              'customers.linking.person.dialogSubtitle',\n              'Link an existing contact to this company',\n            ),\n        sectionLabel: translate('customers.linking.person.sectionLabel', 'MATCHING CONTACTS'),\n        searchPlaceholder: translate(\n          'customers.linking.person.searchPlaceholder',\n          'Search all people\u2026',\n        ),\n        searchEmptyHint: translate(\n          'customers.linking.person.searchEmpty',\n          'No matching people found.',\n        ),\n        selectedEmptyHint: translate(\n          'customers.linking.person.selectedEmpty',\n          'No people selected.',\n        ),\n        confirmButtonLabel: translate('customers.linking.person.confirmButton', 'Link person'),\n        showLinkSettings: true,\n        roleOptions: [\n          {\n            id: 'decision_maker',\n            label: translate('customers.linking.person.role.decisionMaker', 'Decision maker'),\n          },\n          {\n            id: 'budget_holder',\n            label: translate('customers.linking.person.role.budgetHolder', 'Budget holder'),\n          },\n          {\n            id: 'stakeholder',\n            label: translate('customers.linking.person.role.stakeholder', 'Stakeholder'),\n          },\n          {\n            id: 'contact',\n            label: translate('customers.linking.person.role.contact', 'Contact'),\n          },\n        ],\n        allFilterLabel: translate('customers.linking.person.role.all', 'All'),\n        excludeLinkedCompanyId: companyId,\n        addNew: {\n          title: translate('customers.linking.person.addNew', 'Add new contact'),\n          subtitle: translate(\n            'customers.linking.person.addNewSubtitle',\n            'Company will be filled in automatically',\n          ),\n          render: ({ onCancel }) => (\n            <CreatePersonDialog\n              open\n              onClose={onCancel}\n              companyId={companyId}\n              companyName={companyName ?? companyId}\n              runGuardedMutation={runWriteMutation}\n              onPersonCreated={() => {\n                // CreatePersonDialog already created and linked the person to this company\n                // via the companyEntityId payload field. Refresh the on-page list and close\n                // both the nested and outer dialogs so the user can see the new entry.\n                void loadVisiblePeople()\n                void onDataRefresh?.()\n                setLinkDialogOpen(false)\n                onCancel()\n              }}\n            />\n          ),\n        },\n      }),\n    [companyId, companyName, loadVisiblePeople, onDataRefresh, runWriteMutation, translate],\n  )\n\n  const handleRemove = React.useCallback(\n    async (personId: string) => {\n      if (!personId || removingId) return\n      setRemovingId(personId)\n      onLoadingChange?.(true)\n      try {\n        await runWriteMutation(\n          () =>\n            // optimistic-lock-exempt: person-company link add/remove\n            apiCallOrThrow(\n              `/api/customers/people/${encodeURIComponent(personId)}/companies/${encodeURIComponent(companyId)}`,\n              { method: 'DELETE' },\n              {\n                errorMessage: translate(\n                  'customers.companies.detail.people.removeError',\n                  'Failed to unlink person from company.',\n                ),\n              },\n            ),\n          {\n            personId,\n            companyId,\n          },\n        )\n        await loadVisiblePeople()\n        flash(\n          translate(\n            'customers.companies.detail.people.removeSuccess',\n            'Person unlinked from company.',\n          ),\n          'success',\n        )\n      } catch (err) {\n        const message =\n          err instanceof Error\n            ? err.message\n            : translate(\n                'customers.companies.detail.people.removeError',\n                'Failed to unlink person from company.',\n              )\n        flash(message, 'error')\n      } finally {\n        setRemovingId(null)\n        onLoadingChange?.(false)\n      }\n    },\n    [\n      companyId,\n      loadVisiblePeople,\n      onLoadingChange,\n      removingId,\n      runWriteMutation,\n      translate,\n    ],\n  )\n\n  const linkAction = (\n    <Button\n      type=\"button\"\n      variant=\"outline\"\n      size=\"sm\"\n      onClick={() => setLinkDialogOpen(true)}\n    >\n      <Link2 className=\"mr-1.5 h-4 w-4\" />\n      {translate(\n        'customers.companies.detail.people.linkAction',\n        'Link existing person',\n      )}\n    </Button>\n  )\n  const addPersonAction = (\n    <Button type=\"button\" size=\"sm\" onClick={() => setCreateDialogOpen(true)}>\n      <Plus className=\"mr-1.5 h-4 w-4\" />\n      {addActionLabel}\n    </Button>\n  )\n\n  if (!listLoading && totalLinkedPeople === 0) {\n    return (\n      <>\n        <EmptyState\n          icon={<Users className=\"h-10 w-10 text-muted-foreground\" />}\n          title={emptyState.title}\n          actionLabel={emptyState.actionLabel}\n          onAction={() => setCreateDialogOpen(true)}\n        >\n          <p className=\"text-sm text-muted-foreground\">{emptyLabel}</p>\n          <div className=\"mt-4\">{linkAction}</div>\n        </EmptyState>\n        <LinkEntityDialog\n          open={linkDialogOpen}\n          onOpenChange={setLinkDialogOpen}\n          adapter={personLinkAdapter}\n          initialSelectedIds={[]}\n          onConfirm={handleLinkConfirm}\n          runGuardedMutation={runWriteMutation}\n        />\n        <CreatePersonDialog\n          open={createDialogOpen}\n          onClose={() => setCreateDialogOpen(false)}\n          companyId={companyId}\n          companyName={companyName ?? companyId}\n          runGuardedMutation={runWriteMutation}\n          onPersonCreated={() => {\n            setCreateDialogOpen(false)\n            void loadVisiblePeople()\n            void onDataRefresh?.()\n          }}\n        />\n      </>\n    )\n  }\n\n  return (\n    <>\n      <div className=\"space-y-4\">\n        <RolesSection\n          entityType=\"company\"\n          entityId={companyId}\n          entityName={companyName ?? null}\n        />\n\n        <section className=\"rounded-lg border bg-card px-4 py-4 sm:px-5\">\n          <div className=\"flex flex-col gap-4\">\n            <div className=\"flex flex-col gap-3 xl:flex-row xl:items-start xl:justify-between\">\n              <div className=\"space-y-1\">\n                <div className=\"flex items-center gap-2\">\n                  <h3 className=\"text-base font-semibold\">\n                    {translate(\n                      'customers.companies.detail.people.sectionTitle',\n                      'People',\n                    )}\n                  </h3>\n                  <Badge\n                    variant=\"secondary\"\n                    className=\"rounded-full px-2 py-0 text-xs font-semibold\"\n                  >\n                    {totalLinkedPeople}\n                  </Badge>\n                </div>\n                <p className=\"text-xs text-muted-foreground\">\n                  {translate(\n                    'customers.companies.detail.people.sectionSubtitle',\n                    'Employees and decision makers on the client side',\n                  )}\n                </p>\n              </div>\n              <div className=\"flex flex-wrap items-center gap-2 xl:justify-end\">\n                {linkAction}\n                {addPersonAction}\n              </div>\n            </div>\n\n            {totalLinkedPeople > 0 ? (\n              <div className=\"flex flex-col gap-3 lg:flex-row lg:items-center\">\n                {filtersOpen ? (\n                  <div className=\"min-w-0 flex-1\">\n                    <input\n                      type=\"text\"\n                      value={searchQuery}\n                      onChange={(event) => setSearchQuery(event.target.value)}\n                      placeholder={translate(\n                        'customers.companies.detail.people.searchPlaceholder',\n                        'Search by name, role, email...',\n                      )}\n                      className=\"h-10 w-full rounded-md border bg-background px-3 text-sm placeholder:text-muted-foreground focus:outline-none focus:ring-1 focus:ring-ring\"\n                    />\n                  </div>\n                ) : null}\n                <div className=\"flex flex-wrap items-center gap-2 lg:justify-end\">\n                  <Button\n                    type=\"button\"\n                    variant=\"outline\"\n                    size=\"sm\"\n                    onClick={() => setFiltersOpen((current) => !current)}\n                    className=\"h-10\"\n                  >\n                    <Filter className=\"mr-1.5 h-4 w-4\" />\n                    {translate(\n                      'customers.companies.detail.people.filter',\n                      'Filters',\n                    )}\n                  </Button>\n                  {filtersOpen ? (\n                    <select\n                      value={sortMode}\n                      onChange={(event) =>\n                        setSortMode(event.target.value as 'name-asc' | 'name-desc' | 'recent')\n                      }\n                      className=\"h-10 min-w-[11rem] rounded-md border bg-background px-3 text-sm focus:outline-none focus:ring-1 focus:ring-ring\"\n                    >\n                      <option value=\"name-asc\">\n                        {translate(\n                          'customers.companies.detail.people.sortNameAsc',\n                          'Sort: Name A-Z',\n                        )}\n                      </option>\n                      <option value=\"name-desc\">\n                        {translate(\n                          'customers.companies.detail.people.sortNameDesc',\n                          'Sort: Name Z-A',\n                        )}\n                      </option>\n                      <option value=\"recent\">\n                        {translate(\n                          'customers.companies.detail.people.sortRecent',\n                          'Sort: Recently linked',\n                        )}\n                      </option>\n                    </select>\n                  ) : null}\n                </div>\n              </div>\n            ) : null}\n\n            {listLoading ? (\n              <p className=\"py-6 text-center text-sm text-muted-foreground\">\n                {translate('customers.companies.detail.people.loading', 'Loading people\u2026')}\n              </p>\n            ) : visiblePeople.length > 0 ? (\n              <>\n                <div\n                  className=\"grid items-start gap-4\"\n                  style={{\n                    gridTemplateColumns: 'repeat(auto-fit, minmax(min(100%, 19.5rem), 1fr))',\n                  }}\n                >\n                  {visiblePeople.map((person) => (\n                    <PersonCard\n                      key={person.id}\n                      person={person}\n                      isStarred={starredIds.has(person.id)}\n                      onToggleStar={toggleStar}\n                      onUnlink={handleRemove}\n                    />\n                  ))}\n                </div>\n                {listTotalPages > 1 ? (\n                  <div className=\"flex items-center justify-between border-t border-border/60 pt-3 text-sm text-muted-foreground\">\n                    <span>\n                      {translate(\n                        'customers.companies.detail.people.pageSummary',\n                        'Page {{page}} of {{total}}',\n                        {\n                          page: listPage,\n                          total: listTotalPages,\n                        },\n                      )}\n                    </span>\n                    <div className=\"flex items-center gap-2\">\n                      <Button\n                        type=\"button\"\n                        variant=\"outline\"\n                        size=\"sm\"\n                        onClick={() => setListPage((current) => Math.max(1, current - 1))}\n                        disabled={listPage <= 1}\n                      >\n                        {translate('customers.companies.detail.people.previous', 'Previous')}\n                      </Button>\n                      <Button\n                        type=\"button\"\n                        variant=\"outline\"\n                        size=\"sm\"\n                        onClick={() =>\n                          setListPage((current) => Math.min(listTotalPages, current + 1))\n                        }\n                        disabled={listPage >= listTotalPages}\n                      >\n                        {translate('customers.companies.detail.people.next', 'Next')}\n                      </Button>\n                    </div>\n                  </div>\n                ) : null}\n              </>\n            ) : totalLinkedPeople > 0 ? 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+  "sourcesContent": ["\"use client\"\n\nimport * as React from 'react'\nimport { flash } from '@open-mercato/ui/backend/FlashMessages'\nimport { apiCallOrThrow, readApiResultOrThrow } from '@open-mercato/ui/backend/utils/apiCall'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { createTranslatorWithFallback } from '@open-mercato/shared/lib/i18n/translate'\nimport { useAppEvent } from '@open-mercato/ui/backend/injection/useAppEvent'\nimport type { AppEventPayload } from '@open-mercato/shared/modules/widgets/injection'\nimport type { SectionAction, TabEmptyStateConfig, Translator } from './types'\nimport { CreatePersonDialog } from './CreatePersonDialog'\nimport { coerceDisplayName } from '../../lib/displayName'\nimport { DecisionMakersFooter } from './DecisionMakersFooter'\nimport { RolesSection } from './RolesSection'\nimport {\n  LinkedPeopleSection,\n  type LinkedPeoplePage,\n  type LinkedPeopleSortMode,\n  type LinkedPersonSummary,\n} from './LinkedPeopleSection'\nimport type { LinkEntityOption } from '../linking/LinkEntityDialog'\nimport { createPersonLinkAdapter } from '../linking/adapters/personAdapter'\n\ntype GuardedMutationRunner = <T>(\n  operation: () => Promise<T>,\n  mutationPayload?: Record<string, unknown>,\n) => Promise<T>\n\nexport type CompanyPersonSummary = LinkedPersonSummary\n\nexport type CompanyPeopleSectionProps = {\n  companyId: string\n  companyName?: string\n  initialPeople: CompanyPersonSummary[]\n  addActionLabel: string\n  emptyLabel: string\n  emptyState: TabEmptyStateConfig\n  onPeopleChange?: (next: CompanyPersonSummary[]) => void\n  onActionChange?: (action: SectionAction | null) => void\n  translator?: Translator\n  onLoadingChange?: (isLoading: boolean) => void\n  onDataRefresh?: () => Promise<void> | void\n  runGuardedMutation?: GuardedMutationRunner\n}\n\nfunction normalizeCompanyPerson(record: Record<string, unknown>): CompanyPersonSummary | null {\n  const id = typeof record.id === 'string' ? record.id : null\n  if (!id) return null\n  const displayName =\n    typeof record.displayName === 'string' && record.displayName.trim().length\n      ? record.displayName.trim()\n      : typeof record.display_name === 'string' && record.display_name.trim().length\n        ? record.display_name.trim()\n        : null\n  if (!displayName) return null\n  return {\n    id,\n    displayName,\n    primaryEmail:\n      typeof record.primaryEmail === 'string'\n        ? record.primaryEmail\n        : typeof record.primary_email === 'string'\n          ? record.primary_email\n          : null,\n    primaryPhone:\n      typeof record.primaryPhone === 'string'\n        ? record.primaryPhone\n        : typeof record.primary_phone === 'string'\n          ? record.primary_phone\n          : null,\n    status:\n      typeof record.status === 'string'\n        ? record.status\n        : null,\n    lifecycleStage:\n      typeof record.lifecycleStage === 'string'\n        ? record.lifecycleStage\n        : typeof record.lifecycle_stage === 'string'\n          ? record.lifecycle_stage\n          : null,\n    jobTitle:\n      typeof record.jobTitle === 'string'\n        ? record.jobTitle\n        : typeof record.job_title === 'string'\n          ? record.job_title\n          : null,\n    department:\n      typeof record.department === 'string'\n        ? record.department\n        : null,\n    createdAt:\n      typeof record.createdAt === 'string'\n        ? record.createdAt\n        : typeof record.created_at === 'string'\n          ? record.created_at\n          : null,\n    organizationId:\n      typeof record.organizationId === 'string'\n        ? record.organizationId\n        : typeof record.organization_id === 'string'\n          ? record.organization_id\n          : null,\n    temperature:\n      typeof record.temperature === 'string'\n        ? record.temperature\n        : null,\n    source:\n      typeof record.source === 'string'\n        ? record.source\n        : null,\n    linkedAt:\n      typeof record.linkedAt === 'string'\n        ? record.linkedAt\n        : typeof record.linked_at === 'string'\n          ? record.linked_at\n          : null,\n  }\n}\n\nfunction mergeCompanyPeople(items: CompanyPersonSummary[]): CompanyPersonSummary[] {\n  const merged = new Map<string, CompanyPersonSummary>()\n  items.forEach((item) => merged.set(item.id, item))\n  return Array.from(merged.values())\n}\n\nfunction matchesCompanyPersonSearch(person: CompanyPersonSummary, query: string): boolean {\n  const normalizedQuery = query.trim().toLowerCase()\n  if (!normalizedQuery.length) return true\n  const haystack = [\n    person.displayName,\n    person.jobTitle ?? '',\n    person.primaryEmail ?? '',\n    person.primaryPhone ?? '',\n    person.department ?? '',\n  ]\n    .join(' ')\n    .toLowerCase()\n  return haystack.includes(normalizedQuery)\n}\n\nfunction sortCompanyPeople(\n  items: CompanyPersonSummary[],\n  sortMode: LinkedPeopleSortMode,\n): CompanyPersonSummary[] {\n  return [...items].sort((left, right) => {\n    if (sortMode === 'recent') {\n      const leftTimestamp = Date.parse(left.linkedAt ?? left.createdAt ?? '') || 0\n      const rightTimestamp = Date.parse(right.linkedAt ?? right.createdAt ?? '') || 0\n      return rightTimestamp - leftTimestamp\n    }\n    const leftLabel = coerceDisplayName(left.displayName).trim().toLowerCase()\n    const rightLabel = coerceDisplayName(right.displayName).trim().toLowerCase()\n    if (sortMode === 'name-desc') return rightLabel.localeCompare(leftLabel)\n    return leftLabel.localeCompare(rightLabel)\n  })\n}\n\nexport function CompanyPeopleSection({\n  companyId,\n  companyName,\n  initialPeople,\n  addActionLabel,\n  emptyLabel,\n  emptyState,\n  onPeopleChange,\n  onActionChange,\n  translator,\n  onLoadingChange,\n  onDataRefresh,\n  runGuardedMutation,\n}: CompanyPeopleSectionProps) {\n  const tHook = useT()\n  const fallbackTranslator = React.useMemo<Translator>(\n    () => createTranslatorWithFallback(tHook),\n    [tHook],\n  )\n  const translate: Translator = translator ?? fallbackTranslator\n  const [people, setPeople] = React.useState<CompanyPersonSummary[]>(initialPeople)\n  const [createDialogOpen, setCreateDialogOpen] = React.useState(false)\n  const [linkDialogOpen, setLinkDialogOpen] = React.useState(false)\n  const [refreshKey, setRefreshKey] = React.useState(0)\n  const pendingPeopleChangeRef = React.useRef(false)\n\n  const requestRefresh = React.useCallback(() => {\n    setRefreshKey((current) => current + 1)\n  }, [])\n\n  const runWriteMutation = React.useCallback(\n    async <T,>(\n      operation: () => Promise<T>,\n      mutationPayload?: Record<string, unknown>,\n    ): Promise<T> => {\n      if (!runGuardedMutation) {\n        return operation()\n      }\n      return runGuardedMutation(operation, mutationPayload)\n    },\n    [runGuardedMutation],\n  )\n\n  React.useEffect(() => {\n    onActionChange?.(null)\n    return () => onActionChange?.(null)\n  }, [onActionChange])\n\n  React.useEffect(() => {\n    pendingPeopleChangeRef.current = false\n    setPeople(initialPeople)\n  }, [initialPeople])\n\n  React.useEffect(() => {\n    if (!pendingPeopleChangeRef.current) return\n    pendingPeopleChangeRef.current = false\n    onPeopleChange?.(people)\n  }, [onPeopleChange, people])\n\n  const loadPage = React.useCallback(\n    async ({\n      page,\n      pageSize,\n      sort,\n      search,\n    }: {\n      page: number\n      pageSize: number\n      sort: LinkedPeopleSortMode\n      search: string\n    }): Promise<LinkedPeoplePage> => {\n      const params = new URLSearchParams({\n        page: String(page),\n        pageSize: String(pageSize),\n        sort,\n      })\n      if (search.length > 0) {\n        params.set('search', search)\n      }\n      return readApiResultOrThrow<LinkedPeoplePage>(\n        `/api/customers/companies/${encodeURIComponent(companyId)}/people?${params.toString()}`,\n        undefined,\n        {\n          errorMessage: translate(\n            'customers.companies.detail.people.loadError',\n            'Failed to load people.',\n          ),\n        },\n      )\n    },\n    [companyId, translate],\n  )\n\n  const reloadOnCompanyDetach = React.useCallback((event: AppEventPayload) => {\n    const payload = event.payload as { companyEntityId?: string | null } | null | undefined\n    if (payload && payload.companyEntityId === companyId) {\n      requestRefresh()\n    }\n  }, [companyId, requestRefresh])\n\n  useAppEvent('customers.person_company_link.deleted', reloadOnCompanyDetach, [reloadOnCompanyDetach])\n  // Legacy profile-only assignments have no link row, so their detach broadcasts this sibling\n  // event instead of `customers.person_company_link.deleted` (#5114). Without it, other viewers\n  // of the same company keep listing a person who is already gone.\n  useAppEvent('customers.person.company_assignment.detached', reloadOnCompanyDetach, [reloadOnCompanyDetach])\n\n  const applyPeopleChange = React.useCallback(\n    (updater: (current: CompanyPersonSummary[]) => CompanyPersonSummary[]) => {\n      setPeople((current) => {\n        const next = updater(current)\n        if (next !== current) {\n          pendingPeopleChangeRef.current = true\n        }\n        return next\n      })\n    },\n    [],\n  )\n\n  const handleLinkConfirm = React.useCallback(\n    async ({\n      addedIds,\n      optionsById,\n    }: {\n      addedIds: string[]\n      optionsById: Record<string, LinkEntityOption>\n    }) => {\n      if (!addedIds.length) return\n      try {\n        for (const personId of addedIds) {\n          await runWriteMutation(\n            () =>\n              // optimistic-lock-exempt: person-company link add/remove\n              apiCallOrThrow(\n                `/api/customers/people/${encodeURIComponent(personId)}/companies`,\n                {\n                  method: 'POST',\n                  headers: { 'content-type': 'application/json' },\n                  body: JSON.stringify({ companyId }),\n                },\n                {\n                  errorMessage: translate(\n                    'customers.companies.detail.people.linkError',\n                    'Failed to link person to company.',\n                  ),\n                },\n              ),\n            {\n              personId,\n              companyId,\n            },\n          )\n        }\n        const optimisticPeople: CompanyPersonSummary[] = addedIds\n          .map((personId): CompanyPersonSummary | null => {\n            const option = optionsById[personId]\n            if (!option) return null\n            return {\n              id: option.id,\n              displayName: option.label,\n              primaryEmail: null,\n              primaryPhone: null,\n              jobTitle: option.subtitle ?? null,\n            }\n          })\n          .filter((entry): entry is CompanyPersonSummary => entry !== null)\n        if (optimisticPeople.length > 0) {\n          applyPeopleChange((current) => mergeCompanyPeople([...current, ...optimisticPeople]))\n        }\n        flash(\n          addedIds.length === 1\n            ? translate(\n                'customers.companies.detail.people.linkSuccess',\n                'Person linked to company.',\n              )\n            : translate(\n                'customers.companies.detail.people.linkSuccessMultiple',\n                '{{count}} people linked to company.',\n                { count: String(addedIds.length) },\n              ),\n          'success',\n        )\n      } catch (err) {\n        try {\n          await onDataRefresh?.()\n        } catch {\n          // preserve original linking error for the user\n        }\n        const message =\n          err instanceof Error\n            ? err.message\n            : translate(\n                'customers.companies.detail.people.linkError',\n                'Failed to link person to company.',\n              )\n        flash(message, 'error')\n        throw err\n      }\n    },\n    [applyPeopleChange, companyId, onDataRefresh, runWriteMutation, translate],\n  )\n\n  const personLinkAdapter = React.useMemo(\n    () =>\n      createPersonLinkAdapter({\n        dialogTitle: translate('customers.linking.person.dialogTitle', 'Link person'),\n        dialogSubtitle: companyName\n          ? translate(\n              'customers.linking.person.dialogSubtitleFor',\n              'Link an existing contact to {{name}}',\n              { name: companyName },\n            )\n          : translate(\n              'customers.linking.person.dialogSubtitle',\n              'Link an existing contact to this company',\n            ),\n        sectionLabel: translate('customers.linking.person.sectionLabel', 'MATCHING CONTACTS'),\n        searchPlaceholder: translate(\n          'customers.linking.person.searchPlaceholder',\n          'Search all people\u2026',\n        ),\n        searchEmptyHint: translate(\n          'customers.linking.person.searchEmpty',\n          'No matching people found.',\n        ),\n        selectedEmptyHint: translate(\n          'customers.linking.person.selectedEmpty',\n          'No people selected.',\n        ),\n        confirmButtonLabel: translate('customers.linking.person.confirmButton', 'Link person'),\n        showLinkSettings: true,\n        roleOptions: [\n          {\n            id: 'decision_maker',\n            label: translate('customers.linking.person.role.decisionMaker', 'Decision maker'),\n          },\n          {\n            id: 'budget_holder',\n            label: translate('customers.linking.person.role.budgetHolder', 'Budget holder'),\n          },\n          {\n            id: 'stakeholder',\n            label: translate('customers.linking.person.role.stakeholder', 'Stakeholder'),\n          },\n          {\n            id: 'contact',\n            label: translate('customers.linking.person.role.contact', 'Contact'),\n          },\n        ],\n        allFilterLabel: translate('customers.linking.person.role.all', 'All'),\n        excludeLinkedCompanyId: companyId,\n        addNew: {\n          title: translate('customers.linking.person.addNew', 'Add new contact'),\n          subtitle: translate(\n            'customers.linking.person.addNewSubtitle',\n            'Company will be filled in automatically',\n          ),\n          render: ({ onCancel }) => (\n            <CreatePersonDialog\n              open\n              onClose={onCancel}\n              companyId={companyId}\n              companyName={companyName ?? companyId}\n              runGuardedMutation={runWriteMutation}\n              onPersonCreated={() => {\n                // CreatePersonDialog already created and linked the person to this company\n                // via the companyEntityId payload field. Refresh the on-page list and close\n                // both the nested and outer dialogs so the user can see the new entry.\n                requestRefresh()\n                void onDataRefresh?.()\n                setLinkDialogOpen(false)\n                onCancel()\n              }}\n            />\n          ),\n        },\n      }),\n    [companyId, companyName, onDataRefresh, requestRefresh, runWriteMutation, translate],\n  )\n\n  const handleRemove = React.useCallback(\n    async (personId: string) => {\n      try {\n        await runWriteMutation(\n          () =>\n            // optimistic-lock-exempt: person-company link add/remove\n            apiCallOrThrow(\n              `/api/customers/people/${encodeURIComponent(personId)}/companies/${encodeURIComponent(companyId)}`,\n              { method: 'DELETE' },\n              {\n                errorMessage: translate(\n                  'customers.companies.detail.people.removeError',\n                  'Failed to unlink person from company.',\n                ),\n              },\n            ),\n          {\n            personId,\n            companyId,\n          },\n        )\n        flash(\n          translate(\n            'customers.companies.detail.people.removeSuccess',\n            'Person unlinked from company.',\n          ),\n          'success',\n        )\n      } catch (err) {\n        const message =\n          err instanceof Error\n            ? err.message\n            : translate(\n                'customers.companies.detail.people.removeError',\n                'Failed to unlink person from company.',\n              )\n        flash(message, 'error')\n      }\n    },\n    [companyId, runWriteMutation, translate],\n  )\n\n  return (\n    <>\n      <LinkedPeopleSection\n        scopeId={companyId}\n        fallbackPeople={people}\n        loadPage={loadPage}\n        onUnlink={handleRemove}\n        linkAdapter={personLinkAdapter}\n        linkDialogOpen={linkDialogOpen}\n        onLinkDialogOpenChange={setLinkDialogOpen}\n        onLinkConfirm={handleLinkConfirm}\n        sectionTitle={translate('customers.companies.detail.people.sectionTitle', 'People')}\n        sectionSubtitle={translate(\n          'customers.companies.detail.people.sectionSubtitle',\n          'Employees and decision makers on the client side',\n        )}\n        searchPlaceholder={translate(\n          'customers.companies.detail.people.searchPlaceholder',\n          'Search by name, role, email...',\n        )}\n        linkActionLabel={translate(\n          'customers.companies.detail.people.linkAction',\n          'Link existing person',\n        )}\n        addActionLabel={addActionLabel}\n        onAddPerson={() => setCreateDialogOpen(true)}\n        emptyLabel={emptyLabel}\n        emptyState={emptyState}\n        refreshKey={refreshKey}\n        translator={translate}\n        runGuardedMutation={runWriteMutation}\n        onLoadingChange={onLoadingChange}\n        header={\n          <RolesSection\n            entityType=\"company\"\n            entityId={companyId}\n            entityName={companyName ?? null}\n          />\n        }\n        renderFooter={({ people: visible, starredIds }) => (\n          <DecisionMakersFooter\n            names={visible\n              .filter((person) => starredIds.has(person.id))\n              .map((person) => person.displayName)}\n            onSendInvitation={() => {\n              const starredEmails = visible\n                .filter((person) => starredIds.has(person.id) && person.primaryEmail)\n                .map((person) => person.primaryEmail!)\n              if (starredEmails.length > 0) {\n                window.open(`mailto:${starredEmails.join(',')}`, '_blank')\n              }\n            }}\n          />\n        )}\n      />\n\n      <CreatePersonDialog\n        open={createDialogOpen}\n        onClose={() => setCreateDialogOpen(false)}\n        companyId={companyId}\n        companyName={companyName ?? companyId}\n        runGuardedMutation={runWriteMutation}\n        onPersonCreated={() => {\n          setCreateDialogOpen(false)\n          requestRefresh()\n          void onDataRefresh?.()\n        }}\n      />\n    </>\n  )\n}\n\nexport default CompanyPeopleSection\n\nexport { mergeCompanyPeople, matchesCompanyPersonSearch, sortCompanyPeople, normalizeCompanyPerson }\n"],
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 }

package/dist/modules/customers/components/detail/CreatePersonDialog.js

@@ -37,7 +37,7 @@ function CreatePersonDialog({
   const formSchema = React.useMemo(() => createPersonFormSchema(), []);
   const fields = React.useMemo(() => {
     return createPersonFormFields(t).filter((field) => field.id !== "addresses").map((field) => {
-      if (field.id !== "companyEntityId") {
+      if (field.id !== "companyEntityId" || !companyId) {
         return field;
       }
       return {
@@ -56,15 +56,13 @@ function CreatePersonDialog({
         ] }) })
       };
     });
-  }, [companyName, t]);
+  }, [companyId, companyName, t]);
   const groups = React.useMemo(
     () => createPersonFormGroups(t).filter((group) => group.id !== "addresses"),
     [t]
   );
   const initialValues = React.useMemo(
-    () => ({
-      companyEntityId: companyId
-    }),
+    () => companyId ? { companyEntityId: companyId } : {},
     [companyId]
   );
   const handleSubmit = React.useCallback(async (values) => {
@@ -80,14 +78,17 @@ function CreatePersonDialog({
     }
     const operation = () => createCrud("customers/people", payload);
     const response = runGuardedMutation ? await runGuardedMutation(operation, payload) : await operation();
-    flash(t("customers.people.createDialog.success", "Person created and linked to company"), "success");
+    flash(
+      companyId ? t("customers.people.createDialog.success", "Person created and linked to company") : t("customers.people.createDialog.successPlain", "Person created"),
+      "success"
+    );
     const newId = response?.result?.id ?? response?.result?.entityId ?? "";
     const displayNameFromPayload = typeof payload.displayName === "string" ? payload.displayName : "";
     onPersonCreated?.({
       id: newId,
       displayName: displayNameFromPayload,
-      companyId,
-      companyName
+      companyId: companyId ?? null,
+      companyName: companyName ?? null
     });
     onClose();
   }, [companyId, companyName, onClose, onPersonCreated, organizationId, runGuardedMutation, t]);
@@ -105,12 +106,12 @@ function CreatePersonDialog({
   }, children: /* @__PURE__ */ jsxs(DialogContent, { className: "max-h-[90vh] overflow-y-auto sm:max-w-[1028px]", onKeyDown: handleKeyDown, children: [
     /* @__PURE__ */ jsxs(DialogHeader, { children: [
       /* @__PURE__ */ jsx(DialogTitle, { children: t("customers.people.createDialog.title", "Add new person") }),
-      /* @__PURE__ */ jsxs("div", { className: "flex flex-wrap items-center gap-2 text-sm text-muted-foreground", children: [
+      companyId ? /* @__PURE__ */ jsxs("div", { className: "flex flex-wrap items-center gap-2 text-sm text-muted-foreground", children: [
         /* @__PURE__ */ jsx(Building2, { className: "size-3.5" }),
         /* @__PURE__ */ jsx("span", { children: companyName }),
         /* @__PURE__ */ jsx("span", { className: "text-xs", children: "\xB7" }),
         /* @__PURE__ */ jsx("span", { children: t("customers.people.createDialog.autoLink", "auto-linked to company") })
-      ] })
+      ] }) : null
     ] }),
     /* @__PURE__ */ jsx(
       CrudForm,
@@ -125,7 +126,7 @@ function CreatePersonDialog({
         onSubmit: handleSubmit,
         extraActions: /* @__PURE__ */ jsx(Button, { type: "button", variant: "outline", onClick: onClose, children: t("customers.people.createDialog.cancel", "Cancel") })
       },
-      `${companyId}:${formInstanceKey}`
+      `${companyId ?? "no-company"}:${formInstanceKey}`
     )
   ] }) });
 }

package/dist/modules/customers/components/detail/CreatePersonDialog.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../src/modules/customers/components/detail/CreatePersonDialog.tsx"],
-  "sourcesContent": ["'use client'\n\nimport * as React from 'react'\nimport { Building2 } from 'lucide-react'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { useOrganizationScopeDetail } from '@open-mercato/shared/lib/frontend/useOrganizationScope'\nimport { CrudForm, type CrudField } from '@open-mercato/ui/backend/CrudForm'\nimport { flash } from '@open-mercato/ui/backend/FlashMessages'\nimport { createCrud } from '@open-mercato/ui/backend/utils/crud'\nimport { createCrudFormError } from '@open-mercato/ui/backend/utils/serverErrors'\nimport { Button } from '@open-mercato/ui/primitives/button'\nimport { Badge } from '@open-mercato/ui/primitives/badge'\nimport { Dialog, DialogContent, DialogHeader, DialogTitle } from '@open-mercato/ui/primitives/dialog'\nimport { E } from '#generated/entities.ids.generated'\nimport {\n  buildPersonPayload,\n  createPersonFormFields,\n  createPersonFormGroups,\n  createPersonFormSchema,\n  type PersonFormValues,\n} from '../formConfig'\n\ntype GuardedMutationRunner = <T,>(\n  operation: () => Promise<T>,\n  mutationPayload?: Record<string, unknown>,\n) => Promise<T>\n\nexport type CreatedPersonSummary = {\n  id: string\n  displayName: string\n  companyId: string\n  companyName: string\n}\n\ninterface CreatePersonDialogProps {\n  open: boolean\n  onClose: () => void\n  companyId: string\n  companyName: string\n  runGuardedMutation?: GuardedMutationRunner\n  onPersonCreated?: (created?: CreatedPersonSummary) => void\n}\n\nexport function CreatePersonDialog({\n  open,\n  onClose,\n  companyId,\n  companyName,\n  runGuardedMutation,\n  onPersonCreated,\n}: CreatePersonDialogProps) {\n  const t = useT()\n  const { organizationId } = useOrganizationScopeDetail()\n  const [formInstanceKey, setFormInstanceKey] = React.useState(0)\n\n  React.useEffect(() => {\n    if (open) {\n      setFormInstanceKey((current) => current + 1)\n    }\n  }, [open])\n\n  const formSchema = React.useMemo(() => createPersonFormSchema(), [])\n\n  const fields = React.useMemo<CrudField[]>(() => {\n    return createPersonFormFields(t)\n      .filter((field) => field.id !== 'addresses')\n      .map((field) => {\n        if (field.id !== 'companyEntityId') {\n          return field\n        }\n        return {\n          id: field.id,\n          label: field.label,\n          type: 'custom',\n          layout: field.layout,\n          required: field.required,\n          description: field.description,\n          disabled: field.disabled,\n          readOnly: true,\n          component: () => (\n            <div className=\"space-y-2\">\n              <div className=\"flex min-h-9 items-center gap-2 rounded-md border bg-muted/40 px-3 py-2 text-sm\">\n                <Building2 className=\"size-4 text-muted-foreground\" />\n                <span className=\"font-medium text-foreground\">{companyName}</span>\n                <Badge variant=\"secondary\" className=\"ml-auto rounded-full px-2 py-0 text-xs font-semibold\">\n                  {t('customers.people.createDialog.auto', 'auto')}\n                </Badge>\n              </div>\n            </div>\n          ),\n        } satisfies CrudField\n      })\n  }, [companyName, t])\n\n  const groups = React.useMemo(\n    () => createPersonFormGroups(t).filter((group) => group.id !== 'addresses'),\n    [t],\n  )\n\n  const initialValues = React.useMemo<Partial<PersonFormValues>>(\n    () => ({\n      companyEntityId: companyId,\n    }),\n    [companyId],\n  )\n\n  const handleSubmit = React.useCallback(async (values: PersonFormValues) => {\n    let payload: Record<string, unknown>\n    try {\n      payload = buildPersonPayload(values, organizationId)\n    } catch (err) {\n      if (err instanceof Error && err.message === 'DISPLAY_NAME_REQUIRED') {\n        const message = t('customers.people.form.displayName.error')\n        throw createCrudFormError(message, { displayName: message })\n      }\n      throw err\n    }\n\n    const operation = () => createCrud<{ id?: string; entityId?: string }>('customers/people', payload)\n    const response = runGuardedMutation\n      ? await runGuardedMutation(operation, payload)\n      : await operation()\n\n    flash(t('customers.people.createDialog.success', 'Person created and linked to company'), 'success')\n    const newId = response?.result?.id ?? response?.result?.entityId ?? ''\n    const displayNameFromPayload = typeof payload.displayName === 'string' ? payload.displayName : ''\n    onPersonCreated?.({\n      id: newId,\n      displayName: displayNameFromPayload,\n      companyId,\n      companyName,\n    })\n    onClose()\n  }, [companyId, companyName, onClose, onPersonCreated, organizationId, runGuardedMutation, t])\n\n  const handleKeyDown = React.useCallback((event: React.KeyboardEvent<HTMLDivElement>) => {\n    if ((event.metaKey || event.ctrlKey) && event.key === 'Enter') {\n      const form = event.currentTarget.querySelector('form')\n      if (form) {\n        event.preventDefault()\n        form.requestSubmit()\n      }\n    }\n  }, [])\n\n  return (\n    <Dialog open={open} onOpenChange={(nextOpen) => { if (!nextOpen) onClose() }}>\n      <DialogContent className=\"max-h-[90vh] overflow-y-auto sm:max-w-[1028px]\" onKeyDown={handleKeyDown}>\n        <DialogHeader>\n          <DialogTitle>{t('customers.people.createDialog.title', 'Add new person')}</DialogTitle>\n          <div className=\"flex flex-wrap items-center gap-2 text-sm text-muted-foreground\">\n            <Building2 className=\"size-3.5\" />\n            <span>{companyName}</span>\n            <span className=\"text-xs\">\u00B7</span>\n            <span>{t('customers.people.createDialog.autoLink', 'auto-linked to company')}</span>\n          </div>\n        </DialogHeader>\n\n        <CrudForm<PersonFormValues>\n          key={`${companyId}:${formInstanceKey}`}\n          embedded\n          entityIds={[E.customers.customer_entity, E.customers.customer_person_profile]}\n          fields={fields}\n          groups={groups}\n          initialValues={initialValues}\n          submitLabel={t('customers.people.createDialog.submit', 'Create person')}\n          schema={formSchema}\n          onSubmit={handleSubmit}\n          extraActions={(\n            <Button type=\"button\" variant=\"outline\" onClick={onClose}>\n              {t('customers.people.createDialog.cancel', 'Cancel')}\n            </Button>\n          )}\n        />\n      </DialogContent>\n    </Dialog>\n  )\n}\n"],
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+  "sourcesContent": ["'use client'\n\nimport * as React from 'react'\nimport { Building2 } from 'lucide-react'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { useOrganizationScopeDetail } from '@open-mercato/shared/lib/frontend/useOrganizationScope'\nimport { CrudForm, type CrudField } from '@open-mercato/ui/backend/CrudForm'\nimport { flash } from '@open-mercato/ui/backend/FlashMessages'\nimport { createCrud } from '@open-mercato/ui/backend/utils/crud'\nimport { createCrudFormError } from '@open-mercato/ui/backend/utils/serverErrors'\nimport { Button } from '@open-mercato/ui/primitives/button'\nimport { Badge } from '@open-mercato/ui/primitives/badge'\nimport { Dialog, DialogContent, DialogHeader, DialogTitle } from '@open-mercato/ui/primitives/dialog'\nimport { E } from '#generated/entities.ids.generated'\nimport {\n  buildPersonPayload,\n  createPersonFormFields,\n  createPersonFormGroups,\n  createPersonFormSchema,\n  type PersonFormValues,\n} from '../formConfig'\n\ntype GuardedMutationRunner = <T,>(\n  operation: () => Promise<T>,\n  mutationPayload?: Record<string, unknown>,\n) => Promise<T>\n\nexport type CreatedPersonSummary = {\n  id: string\n  displayName: string\n  /**\n   * Always emitted, but nullable now that the dialog also serves the company-less case.\n   *\n   * This IS a lost guarantee, not a free widening: on a result type, `string | null` breaks a\n   * consumer that previously wrote `const owner: string = created.companyId`. It is safe here\n   * only because no in-repo consumer reads either field \u2014 the two `onPersonCreated` callers in\n   * `CompanyPeopleSection` ignore the argument entirely, and `DealPeopleSection` reads only\n   * `id` and `displayName`. Widening a result is not generally safe; do not read this as\n   * precedent.\n   */\n  companyId: string | null\n  companyName: string | null\n}\n\ninterface CreatePersonDialogProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * When set, the company field is locked to it and the create command links the person on\n   * the same request. Omit it for the ordinary editable company picker \u2014 the deal side does,\n   * and links the new person to the deal itself afterwards.\n   */\n  companyId?: string\n  companyName?: string\n  runGuardedMutation?: GuardedMutationRunner\n  onPersonCreated?: (created?: CreatedPersonSummary) => void\n}\n\nexport function CreatePersonDialog({\n  open,\n  onClose,\n  companyId,\n  companyName,\n  runGuardedMutation,\n  onPersonCreated,\n}: CreatePersonDialogProps) {\n  const t = useT()\n  const { organizationId } = useOrganizationScopeDetail()\n  const [formInstanceKey, setFormInstanceKey] = React.useState(0)\n\n  React.useEffect(() => {\n    if (open) {\n      setFormInstanceKey((current) => current + 1)\n    }\n  }, [open])\n\n  const formSchema = React.useMemo(() => createPersonFormSchema(), [])\n\n  const fields = React.useMemo<CrudField[]>(() => {\n    return createPersonFormFields(t)\n      .filter((field) => field.id !== 'addresses')\n      .map((field) => {\n        if (field.id !== 'companyEntityId' || !companyId) {\n          return field\n        }\n        return {\n          id: field.id,\n          label: field.label,\n          type: 'custom',\n          layout: field.layout,\n          required: field.required,\n          description: field.description,\n          disabled: field.disabled,\n          readOnly: true,\n          component: () => (\n            <div className=\"space-y-2\">\n              <div className=\"flex min-h-9 items-center gap-2 rounded-md border bg-muted/40 px-3 py-2 text-sm\">\n                <Building2 className=\"size-4 text-muted-foreground\" />\n                <span className=\"font-medium text-foreground\">{companyName}</span>\n                <Badge variant=\"secondary\" className=\"ml-auto rounded-full px-2 py-0 text-xs font-semibold\">\n                  {t('customers.people.createDialog.auto', 'auto')}\n                </Badge>\n              </div>\n            </div>\n          ),\n        } satisfies CrudField\n      })\n  }, [companyId, companyName, t])\n\n  const groups = React.useMemo(\n    () => createPersonFormGroups(t).filter((group) => group.id !== 'addresses'),\n    [t],\n  )\n\n  const initialValues = React.useMemo<Partial<PersonFormValues>>(\n    () => (companyId ? { companyEntityId: companyId } : {}),\n    [companyId],\n  )\n\n  const handleSubmit = React.useCallback(async (values: PersonFormValues) => {\n    let payload: Record<string, unknown>\n    try {\n      payload = buildPersonPayload(values, organizationId)\n    } catch (err) {\n      if (err instanceof Error && err.message === 'DISPLAY_NAME_REQUIRED') {\n        const message = t('customers.people.form.displayName.error')\n        throw createCrudFormError(message, { displayName: message })\n      }\n      throw err\n    }\n\n    const operation = () => createCrud<{ id?: string; entityId?: string }>('customers/people', payload)\n    const response = runGuardedMutation\n      ? await runGuardedMutation(operation, payload)\n      : await operation()\n\n    flash(\n      companyId\n        ? t('customers.people.createDialog.success', 'Person created and linked to company')\n        : t('customers.people.createDialog.successPlain', 'Person created'),\n      'success',\n    )\n    const newId = response?.result?.id ?? response?.result?.entityId ?? ''\n    const displayNameFromPayload = typeof payload.displayName === 'string' ? payload.displayName : ''\n    onPersonCreated?.({\n      id: newId,\n      displayName: displayNameFromPayload,\n      companyId: companyId ?? null,\n      companyName: companyName ?? null,\n    })\n    onClose()\n  }, [companyId, companyName, onClose, onPersonCreated, organizationId, runGuardedMutation, t])\n\n  const handleKeyDown = React.useCallback((event: React.KeyboardEvent<HTMLDivElement>) => {\n    if ((event.metaKey || event.ctrlKey) && event.key === 'Enter') {\n      const form = event.currentTarget.querySelector('form')\n      if (form) {\n        event.preventDefault()\n        form.requestSubmit()\n      }\n    }\n  }, [])\n\n  return (\n    <Dialog open={open} onOpenChange={(nextOpen) => { if (!nextOpen) onClose() }}>\n      <DialogContent className=\"max-h-[90vh] overflow-y-auto sm:max-w-[1028px]\" onKeyDown={handleKeyDown}>\n        <DialogHeader>\n          <DialogTitle>{t('customers.people.createDialog.title', 'Add new person')}</DialogTitle>\n          {companyId ? (\n            <div className=\"flex flex-wrap items-center gap-2 text-sm text-muted-foreground\">\n              <Building2 className=\"size-3.5\" />\n              <span>{companyName}</span>\n              <span className=\"text-xs\">\u00B7</span>\n              <span>{t('customers.people.createDialog.autoLink', 'auto-linked to company')}</span>\n            </div>\n          ) : null}\n        </DialogHeader>\n\n        <CrudForm<PersonFormValues>\n          key={`${companyId ?? 'no-company'}:${formInstanceKey}`}\n          embedded\n          entityIds={[E.customers.customer_entity, E.customers.customer_person_profile]}\n          fields={fields}\n          groups={groups}\n          initialValues={initialValues}\n          submitLabel={t('customers.people.createDialog.submit', 'Create person')}\n          schema={formSchema}\n          onSubmit={handleSubmit}\n          extraActions={(\n            <Button type=\"button\" variant=\"outline\" onClick={onClose}>\n              {t('customers.people.createDialog.cancel', 'Cancel')}\n            </Button>\n          )}\n        />\n      </DialogContent>\n    </Dialog>\n  )\n}\n"],
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   "names": []
 }

package/dist/modules/customers/components/detail/DealForm.js

@@ -998,8 +998,12 @@ function DealForm({
           // null clears the column, an absent key leaves it untouched
           // (`commands/deals.ts:862`). Both create and update schemas accept null.
           ownerUserId: parsed.data.ownerUserId && parsed.data.ownerUserId.length ? parsed.data.ownerUserId : null,
-          personIds,
-          companyIds
+          // Only submit the link lists when this form is actually showing them. The deal
+          // detail page hides the associations group and manages links from its People and
+          // Companies tabs instead, so a Details save there would otherwise write back the
+          // ids this form captured when it mounted — re-linking whoever the user has since
+          // unlinked, and re-dating every surviving link row on the way through.
+          ...showAssociationsGroup ? { personIds, companyIds } : {}
         };
         const customEntries = collectCustomFieldValues(values, {
           transform: (value) => normalizeCustomFieldSubmitValue(value)
@@ -1009,7 +1013,7 @@ function DealForm({
         setPending(false);
       }
     },
-    [isSubmitting, onSubmit, pending, t]
+    [isSubmitting, onSubmit, pending, showAssociationsGroup, t]
   );
   return /* @__PURE__ */ jsx(
     CrudForm,